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MANAGING LIFE TRANSITION AND ESTATE PLANNING FOR YOUR FAMILY (226)
Tuesday 3:00– 4:30, in Room 30 (6 Classes on 2-11, 2-18, 2-25, 3-3, 3-10 & 3-17)
When did you last review your Estate Plan? How would the loss of your Spouse or Health affect your
Retirement? Maintaining dignity in retirement happens only when you have effective plans in place. Give
yourself the security you deserve by attending our interactive Life Transition and Estate Planning
Workshop. You will benefit from conversations about:
* Do I need a Trust? Recent changes may offer easier solutions
* Making the Most of your IRA - Could you benefit from Stretch Distributions or ROTH Conversions?
* How do I know if I will have enough resources in retirement?
* Could my family benefit from a more creative Estate Planning Approach?

Paul Sponseller, CFP® - Paul has worked with hundreds of retirees in Sun City Center during the last 21
years, specializing in maintaining their retirement income, managing life transitions, and developing
effective Estate Planning Strategies. He is the author of ’20 Great Tax Saving Ideas for your IRA’ and has
been a contributor to Market Watch Retirement Weekly. As a regular lector at the Community Church
College (now known as the Center 4 Life Learning) in Sun City Center, Paul has had hundreds of students
attend his Estate Planning and Life Transition Planning courses over the past 10 years.

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